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2026 Small Business Planning Guide: Economic Outlook, Finances, Processes and Workforce Strategies
New years goals are important for small businesses, allowing owners to plan and direct their energy to their goals. As we all wind down and are looking to take stock of 2025, small business owners are also looking forward to seeing what the coming year will look like through small business planning. In a year marked by tariffs, high interest rates, and uncertain consumer sentiment; Small business owners are hoping for some relief and stability to help them better project what

Brendan
Dec 18, 20256 min read


Retirement Contribution Changes for 2026 for Employees
Retirment savings are a great way for individuals to ensure they are setup for the future, but to also save on taxes, depending on the account you use With the recent reopening of the federal government, the IRS had recently released it's updated limits for retirement contributions for 2026. Retirement contributions to plans such as a 401(k) are a great way for individuals to not only save for retirement, but to also lower their income tax bill by being able to decrease their

Brendan
Nov 19, 20253 min read


How to Get Ahead for the 2025 Tax Season: Common Mistakes to Avoid
1040 season is right around the corner. Make sure you're not left behind and have your records organized ahead of time. As the new year approaches, it's the perfect time to make sure you're on track for a smooth tax season. Whether you're filing on your own or working with a professional, early preparation can help you avoid stress, reduce the risk of errors, and even uncover potential savings. Here are some of the most common tax preparation issues individuals face, and how

Brendan
Nov 12, 20253 min read


Mastering Job Costing: How to Improve Estimates and Grow Your Service Business
If you run a service-based business, be it HVAC, plumbing, roofing, or an agency, you have felt like you underquoted a job before. You...

Brendan
Sep 24, 20252 min read


First Half of 2025 Outlook: Small Retailers Edition
Smaal retailers are dealing with the slowdown in consumer spending and belt tightening that is starting to appear in early 2025. The...

Brendan
Sep 17, 20251 min read


First Half of 2025 Outlook: Home Service Business Edition
Home services have been seeing an increase in demand in 2025, either from tariff fears of from consumers staying in their houses, but the...

Brendan
Sep 10, 20251 min read


First Half of 2025 Outlook: Restaurant Edition
The first half of 2025 has been a balancing act for small restaurant owners. Sales are steady, but higher costs, staffing shortages, and...

Brendan
Sep 3, 20251 min read


Cash vs. Accrual Accounting: Which Is Right for Your Business?
As a business owner, understanding your accounting method is important to ensure you accurately portray your business' finances as well...

Brendan
Aug 27, 20253 min read


How to Build and Review a Monthly Budget for Your Small Business
Business owners should regularly be looking at the numbers and budget their future activity. This is to offset any future surprises which...

Brendan
Aug 20, 20253 min read


How Business Credit Cards, Loans, and Equipment Financing Affect Small Business Bookkeeping
Debt not only brings a lot of paperwork, it also complicates your bookkeeping. For most not versed in the complexities, it ends up...

Brendan
Aug 13, 20253 min read


Why Every Small Business Should Do a Monthly Bank Reconciliation
Reconciling is more than a mental exercise, it's a way to ensure your accounts are good, and you're catching issues before they become...

Brendan
Aug 6, 20252 min read


How No-Code Is Helping Small Nonprofits Work Smarter
Data Reporting and Visualization is becoming available to smaller non-profits due to the lower technical barrier of entry, allowing...

Brendan
Jul 30, 20252 min read


How Depreciation Affects Real Estate Rental Operators: Operations and Property Sales
Sale of a property can lead to unexpected tax consequences for rental operators. Most rental real estate operators are aware of the tax...

Brendan
Jul 16, 20253 min read


Major Individual Tax Changes Under the One Big Beautiful Bill Act
The WHite House pushed out new tax legislation aimed at extending and making tax changes for individual taxpayers. The recent passage of HR 1 EAS, also known as the One Big Beautiful Bill, brings significant changes to individual tax provisions. The bill extends and expands several key tax benefits, delivering on former President Trump’s campaign promises to keep taxes low and to build upon the Tax Cuts and Jobs Act (TCJA) of 2017. Here is a breakdown of the major individual

Brendan
Jul 8, 20253 min read


How the Final One Big Beautiful Bill Act Impacts Small Business Taxes in 2025
The US Capital Building, where the finer points of HR1 were debated between the House and Senate up until July 3rd before being signed by...

Brendan
Jul 7, 20253 min read


Choosing the Right Nonprofit Accounting Software: Why QuickBooks is a Smart Choice
Nonprofit leaders are able to balance having proper tools for reporting without having to overpay. Allowing them to free up funds to...

Brendan
Jul 2, 20252 min read


How to Know When It's Time to Hire a CPA for Your Small Business Tax Needs
Certified Public Accountants are uniquely qualified to help small businesses and their owners are prepared and plan for taxes. Running a...

Brendan
Jun 25, 20252 min read


Cash Flow Forecasting: Why it's Essential for Small Businesses
Cash is king. Small businesses need to ensure that they are properly planning their cash uses to make sure they don't get stuck with no...

Brendan
Jun 18, 20252 min read


Tax Strategies for Small Business Owners to Save on Self-Employment Taxes
It's never too early to investigate tax strategies as a small business owner, especially relating to Self-Employment taxes. Running your...

Brendan
Jun 13, 20253 min read


How Modern Payroll Applications Help Small Businesses Save Time, Stay Compliant, and Simplify Operations
Introduction Payroll is one of the most time-consuming and error-prone responsibilities for small business owners. From collecting...

Brendan
Jun 4, 20252 min read
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